Find Stripe customer matches from Bika
Get likely customer matches where a billing question is already being handled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Searching for a customer during a billing request interrupts the work and can lead to the wrong record.
- Reduces manual customer lookup steps
- Surfaces matches for review before any account changes
Setup
Build it in a few focused steps.
- 1Connect Bika and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to search Stripe customers using the query supplied in the request and summarize possible matches in Bika for review.
- 4Choose notis_webhook as the trigger and configure Bika to send billing requests with a valid Stripe search query to Notis.
- 5Choose a report channel, then test with one real billing request example.
Questions about this workflow
Can the workflow invent a search query from a vague note?
It should use a query supplied in the request or clearly derived from available details. Ambiguous matches should be presented for review.
Does it update any customer records?
No. It searches for matching customers and reports results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Stripe. A trigger fires from one place; an action lands in another.
Bika.ai triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Bika.ai and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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